AssetMark Financial, Inc

AssetMark Financial, Inc

Financial QA Analyst

Austin, TX

No sponsorship$75k-$85kDetected 30 days ago
AccountingTaxAuditingCollaborationProblem Solving

About the role

  • As a QA Analyst - Financial Calculations, you will be responsible for validating everything from retirement planning tools to 401k implementations, ensuring data is correct in both the user interface and generated reports.
  • The QA Analyst - Financial Calculations must dive deep into the business logic behind financial scenarios to catch potential bugs before they reach our clients.
  • This position is vital for maintaining our commitment to unmatched quality and precision across our various worldwide implementations.

Responsibilities

  • Document bugs clearly and work closely with engineers to debug and resolve issues.
  • Collaborate with product and engineering teams to understand the full scope and requirements of new features.
  • Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors.
  • At AssetMark your ideas matter; they're heard, valued, and drive meaningful change.
  • Join a team that sets new standards and creates space for you to thrive and do your best work.
  • We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses.
  • Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
  • Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.

Requirements

  • Candidates must be legally authorized to work in the US to be considered.

Nice to have

  • Bachelors Degree in Computer Science, Finance, Accounting, Mathematics, or a related field. (Required)
  • 3-5 years of professional experience in financial services, accounting, or tax planning, with a proven track record of performing or auditing complex calculations. (Preferred)
  • 3-5 years of experience in a QA environment or a technical role where you were responsible for validating numerical outputs and software accuracy. (Preferred)

Skills

  • Strong math background or business and finance knowledge, including accounting, investments, or tax planning.
  • Ability to handle testing in multiple financial scenarios across the globe
  • Ability to understand complex concepts such as retirement accounts, contribution rules, and tax implications.
  • Experience writing clear, detailed test cases and validating data across UI elements and reports.
  • A problem-solving mindset with high motivation to find, report, and help resolve software bugs.
  • Personable and collaborative, with the ability to work effectively across product, engineering, and diverse teams.

Compensation

  • The Base Salary range for this position is between $75,000-$85,000.
  • This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.
  • This position will also be eligible for additional variable incentive compensation and competitive benefits.
  • Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives.

Benefits

  • Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
  • Flex Time or Paid Time Off and Sick Time Off
  • Medical, Dental, Vision - HDHP or PPO
  • HSA - Employer contribution (HDHP only)
  • Volunteer Time Off
  • Education & Experience:
  • This position will also be eligible for additional variable incentive compensation and competitive benefits.

Company info

  • to help our 10,500+ financial advisors make a meaningful difference in their clients' lives.
  • Our values are how we show up every day.
  • Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives.
  • Client Success.
  • We believe in:
  • Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
  • Unyielding Integrity, doing what's right, always. Even when it's hard.
  • Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
  • These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
  • Our Culture & Benefits

Visa & Work Authorization

  • Candidates must be legally authorized to work in the US to be considered.
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